Director
Investment Advisor Team

“Our purpose isn’t simply to make investments for clients, but to understand their needs and goals and to articulate a plan that helps them achieve those goals and address those needs.”

• Over 35 years of experience in the investment industry
• Financial planning designations:
  • (CRPS) Charted retirement Plans Specialist
  • (CMFC) Chartered Mutual Fund Counselor
  • MBA, University of Phoenix

• Racecar driver, long-distance runner

Phone: (727) 300-9030